+531.1%
PLTR vs MKSI
+81.7%
+449.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.2% | -1.1% |
| 7D | -9.1% | +4.9% | -14.0% | -11.2% |
| 30D | -5.2% | -11.0% | +5.8% | -0.9% |
| 3M | +27.4% | -17.1% | +44.5% | +30.1% |
| 6M | +9.7% | +16.4% | -6.7% | -8.4% |
| YTD | -6.7% | +64.3% | -71.0% | -37.4% |
| 1Y | -0.5% | +137.7% | -138.3% | -47.2% |
| 3Y | +996.2% | +189.1% | +807.1% | +339.8% |
| 5Y | +531.1% | +83.1% | +448.0% | +261.4% |
| All | +531.1% | +81.7% | +449.5% | +261.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MKSI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling